About Us

Our Team

Jackie joined the firm in 2012 and works primarily in the tax and business advisory practice. She also has experience performing audits, reviews and compilations for both for-profit and non-profit entities. Jackie also assists our clients with bookkeeping and she performs write-up services. Additionally, Jackie prepares tax returns for individuals and businesses of all types, sales tax, and payroll tax returns. She also assists clients with tax compliance issues.

Prior to joining our firm, Jackie had extensive business experience working at Verizon in the business office. She earned her B.S. in Accounting at St. Joseph’s college in Patchogue where she graduated Magna Cum Laude. She is a member of the American Institute of Certified Public Accountants and The New York State Society of Certified Public Accountants. Jackie lives with her husband and two children in Medford.

Liz joined the firm in 1999. Liz is responsible for our write-up clients, assisting with input into QuickBooks and preparing sales and payroll tax returns.

Liz provides QuickBooks support to all of our clients. She is also responsible for many of the liability and worker's compensation audits handled by our office. Liz is compassionate with her clients and thorough in her work. Liz lives with her husband and two children in Sound Beach.

Jean worked for Arthur Andersen, LLP, formerly one of the "big five" accounting firms for almost twenty years before joining the firm in 2002. Jean is responsible for all administrative tasks in the office.

Jean handles the firm billing and accounts receivable, mail, typing and distribution of financial statements, tax return collation, and follow-up for electronic filing. She performs a varied number of tasks efficiently and pleasantly. Jean lives with her husband and son in Port Jefferson.

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We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals.